| 5/17/2024 | National Wealth Management Group LLC | 197,665 | $6.98M | 5.4% | N/A | 1.250% | |
| 5/15/2024 | Linscomb Wealth Inc. | 204,947 | $7.24M | 0.4% | -0.3% | 1.296% | |
| 5/10/2024 | Spirepoint Private Client LLC | 10,000 | $353K | 0.1% | N/A | 0.063% | |
| 5/10/2024 | First Foundation Advisors | 100,862 | $3.56M | 0.1% | +0.3% | 0.638% | |
| 5/9/2024 | Maple Capital Management Inc. | 7,362 | $260K | 0.0% | N/A | 0.047% | |
| 5/9/2024 | Souders Financial Advisors | 218,182 | $7.70M | 1.2% | -7.2% | 1.380% | |
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| 5/7/2024 | WNY Asset Management LLC | 30,834 | $1.09M | 0.2% | -2.0% | 0.195% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 25,242 | $891K | 0.1% | +7.9% | 0.160% | |
| 5/7/2024 | Bey Douglas LLC | 7,763 | $274K | 0.3% | -19.7% | 0.049% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,036 | $37K | 0.0% | +122.8% | 0.007% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 13,885 | $490K | 0.1% | +63.5% | 0.088% | |
| 5/2/2024 | Trust Co of Kansas | 659,420 | $23.28M | 12.7% | -10.0% | 4.171% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 16,754 | $591K | 0.0% | +2.9% | 0.106% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 7,624 | $269K | 0.0% | N/A | 0.048% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 124,146 | $4.38M | 0.0% | +137.7% | 0.785% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 109,618 | $3.87M | 0.1% | -3.7% | 0.693% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 58,778 | $2.08M | 0.0% | +10.3% | 0.373% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 26,707 | $940K | 0.8% | -7.4% | 0.170% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 305,372 | $10.78M | 0.0% | -0.5% | 1.939% | |
| 4/23/2024 | Sapient Capital LLC | 5,723 | $202K | 0.0% | N/A | 0.036% | |
| 4/18/2024 | Verum Partners LLC | 17,103 | $604K | 0.2% | -2.5% | 0.109% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 55,421 | $1.96M | 0.3% | +6.5% | 0.352% | |
| 4/18/2024 | Kowal Investment Group LLC | 69,801 | $2.46M | 0.5% | -1.5% | 0.443% | |
| 4/16/2024 | Harbor Group Inc. | 375,013 | $13.24M | 3.5% | -1.0% | 2.381% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 47,175 | $1.67M | 0.0% | +14.8% | 0.300% | |
| 4/15/2024 | Matrix Asset Advisors Inc. NY | 55,415 | $1.96M | 0.2% | +15.7% | 0.352% | |
| 4/12/2024 | CMH Wealth Management LLC | 201,056 | $7.10M | 1.8% | -9.1% | 1.525% | |
| 4/12/2024 | Steph & Co. | 4,265 | $151K | 0.1% | +13.7% | 0.032% | |
| 4/11/2024 | MJP Associates Inc. ADV | 278,088 | $9.82M | 2.1% | +1.4% | 2.110% | |
| 4/10/2024 | Threadgill Financial LLC | 41,216 | $1.46M | 0.6% | N/A | 0.313% | |
| 2/21/2024 | WNY Asset Management LLC | 31,474 | $974K | 0.2% | +8.6% | 0.239% | |
| 2/13/2024 | Carolinas Wealth Consulting LLC | 147,344 | $4.56M | 0.7% | +2.6% | 1.118% | |
| 2/12/2024 | Roundview Capital LLC | 9,941 | $308K | 0.0% | +30.6% | 0.075% | |
| 2/10/2024 | Linscomb & Williams Inc. | 205,610 | $6.36M | 0.4% | -7.2% | 1.560% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,296 | $1.65M | 0.0% | -1.3% | 0.404% | |
| 2/9/2024 | D.A. Davidson & CO. | 38,238 | $1.18M | 0.0% | +35.6% | 0.290% | |
| 2/8/2024 | Bey Douglas LLC | 9,663 | $299K | 0.3% | N/A | 0.073% | |
| 2/8/2024 | Empire Life Investments Inc. | 21,520 | $666K | 0.0% | +9.1% | 0.163% | |
| 2/8/2024 | Advisor OS LLC | 274,722 | $8.50M | 1.1% | +11.1% | 2.084% | |
| 2/7/2024 | Principal Securities Inc. | 13,350 | $413K | 0.0% | N/A | 0.101% | |
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| 2/6/2024 | National Bank of Canada FI | 3,526 | $106K | 0.0% | +244.0% | 0.027% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 113,870 | $3.52M | 0.1% | +8.8% | 0.864% | |
| 2/6/2024 | Summit Asset Management LLC | 64,572 | $2.00M | 0.5% | -1.8% | 0.490% | |
| 2/6/2024 | Robertson Stephens Wealth Management LLC | 24,226 | $750K | 0.0% | -19.1% | 0.184% | |
| 2/6/2024 | Armstrong Fleming & Moore Inc | 261,174 | $8.08M | 6.1% | +7.5% | 1.982% | |
| 2/5/2024 | Mitchell Mcleod Pugh & Williams Inc. | 8,490 | $263K | 0.1% | N/A | 0.064% | |
| 2/2/2024 | Truist Financial Corp | 95,996 | $2.97M | 0.0% | -1.7% | 0.728% | |
| 2/2/2024 | Capital Advisors Ltd. LLC | 52,055 | $1.61M | 0.2% | +6.5% | 0.395% | |
| 2/1/2024 | Trust Co of Kansas | 733,063 | $22.69M | 12.6% | +28.3% | 5.562% | |
| 2/1/2024 | Sigma Planning Corp | 27,770 | $859K | 0.1% | -13.4% | 0.211% | |
| 1/31/2024 | Steph & Co. | 3,750 | $116K | 0.1% | +11.9% | 0.028% | |
| 1/30/2024 | Capital Analysts LLC | 40,567 | $1.26M | 0.1% | +7.0% | 0.308% | |
| 1/29/2024 | Citizens National Bank Trust Department | 10,095 | $312K | 0.1% | -3.5% | 0.077% | |
| 1/24/2024 | Souders Financial Advisors | 235,138 | $7.28M | 1.2% | +1.0% | 1.784% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 28,061 | $868K | 0.0% | N/A | 0.213% | |
| 1/24/2024 | Matrix Asset Advisors Inc. NY | 47,907 | $1.48M | 0.2% | +4.1% | 0.363% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 4,398 | $136K | 0.1% | -54.3% | 0.033% | |
| 1/22/2024 | Kowal Investment Group LLC | 70,843 | $2.19M | 0.5% | +3.8% | 0.538% | |
| 1/19/2024 | CMH Wealth Management LLC | 221,214 | $6.85M | 1.7% | -2.2% | 1.678% | |
| 1/18/2024 | MJP Associates Inc. ADV | 274,239 | $8.49M | 2.3% | N/A | 2.081% | |
| 1/18/2024 | Verum Partners LLC | 17,539 | $543K | 0.2% | -3.8% | 0.133% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 306,909 | $9.50M | 0.0% | -1.6% | 2.329% | |
| 1/10/2024 | Harbor Group Inc. | 378,799 | $11.72M | 3.4% | -0.5% | 2.874% | |
| 11/16/2023 | Harbour Investments Inc. | 44,435 | $1.21M | 0.1% | +19.0% | 0.337% | |
| 11/14/2023 | Sittner & Nelson LLC | 13,565 | $368K | 0.2% | +6.3% | 0.103% | |
| 11/13/2023 | Glenview Trust co | 1,085,301 | $29.48M | 0.8% | +8.9% | 8.234% | |
| 11/13/2023 | Robertson Stephens Wealth Management LLC | 29,949 | $813K | 0.1% | N/A | 0.227% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 137,291 | $3.73M | 0.0% | +8.3% | 1.042% | |
| 11/8/2023 | D.A. Davidson & CO. | 28,198 | $766K | 0.0% | +3.6% | 0.214% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 16,222 | $441K | 0.0% | +3.9% | 0.123% | |
| 11/8/2023 | Spire Wealth Management | 2,417 | $66K | 0.0% | +2,097.3% | 0.018% | |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 9,618 | $261K | 0.1% | -11.0% | 0.073% | |
| 11/6/2023 | Sigma Planning Corp | 32,068 | $871K | 0.0% | N/A | 0.243% | |
| 11/6/2023 | Summit Asset Management LLC | 65,772 | $1.79M | 0.5% | -4.5% | 0.499% | |
| 11/3/2023 | Armstrong Fleming & Moore Inc | 242,859 | $6.60M | 6.4% | +4.5% | 1.843% | |
| 11/3/2023 | Advisor OS LLC | 247,377 | $6.72M | 1.0% | +54.5% | 1.877% | |
| 11/1/2023 | Trust Co of Kansas | 571,243 | $15.52M | 9.9% | +1.2% | 4.334% | |
| 10/25/2023 | Citizens National Bank Trust Department | 10,460 | $284K | 0.1% | +36.5% | 0.079% | |
| 10/25/2023 | Kowal Investment Group LLC | 68,256 | $1.85M | 0.5% | -4.9% | 0.518% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 311,955 | $8.47M | 0.0% | +0.5% | 2.367% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 53,986 | $1.47M | 0.0% | -1.3% | 0.410% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 50,745 | $1.38M | 0.0% | +6.4% | 0.385% | |
| 10/13/2023 | CMH Wealth Management LLC | 226,201 | $6.14M | 1.7% | -5.9% | 1.716% | |
| 10/12/2023 | Matrix Asset Advisors Inc. NY | 46,005 | $1.25M | 0.2% | +37.2% | 0.349% | |
| 10/11/2023 | Harbor Group Inc. | 380,809 | $10.34M | 5.8% | +1.7% | 2.889% | |
| 10/10/2023 | Verum Partners LLC | 18,233 | $495K | 0.2% | N/A | 0.138% | |
| 10/10/2023 | Linscomb & Williams Inc. | 221,591 | $6.02M | 0.4% | -0.3% | 1.681% | |
| 8/16/2023 | Armstrong Fleming & Moore Inc | 232,416 | $6.48M | 6.0% | N/A | 1.763% | |
| 8/14/2023 | Carolinas Wealth Consulting LLC | 149,508 | $4.17M | 0.8% | +12.3% | 1.134% | |
| 8/14/2023 | Glenview Trust Co | 996,466 | $27.78M | 0.8% | +8.1% | 7.560% | |
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| 8/10/2023 | Cetera Advisor Networks LLC | 19,921 | $555K | 0.0% | -5.0% | 0.151% | |
| 8/9/2023 | Souders Financial Advisors | 240,221 | $6.70M | 1.3% | +3.5% | 1.823% | |
| 8/9/2023 | Roundview Capital LLC | 7,584 | $211K | 0.0% | N/A | 0.058% | |
| 8/8/2023 | Advisor OS LLC | 160,084 | $4.46M | 0.7% | +259.6% | 1.215% | |
| 8/7/2023 | Townsend Asset Management Corp NC ADV | 8,276 | $231K | 0.1% | -54.3% | 0.063% | |
| 8/7/2023 | Trust Co of Kansas | 564,658 | $15.74M | 9.4% | +1.7% | 4.284% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 126,730 | $3.53M | 0.0% | +17.3% | 0.962% | |
| 8/3/2023 | WNY Asset Management LLC | 28,814 | $803K | 0.2% | +3.3% | 0.219% | |
| 8/3/2023 | WMG Financial Advisors LLC | 14,547 | $406K | 0.3% | +28.0% | 0.110% | |
| 8/3/2023 | Mokosak Advisory Group LLC | 7,464 | $208K | 0.1% | N/A | 0.057% | |
